Hong Kong stocks continued to rise, Meituan rose more than 10%, Hong Kong Stock Connect 50ETF (159712) rose more than 3%
Hong Kong stocks continued to rise, Meituan rose more than 10%, Alibaba Health Information Technology, Tencent, Kuaishou Technology and other stocks rose, Hong Kong Stock Connect 50ETF (159712) rose more than 3%, turnover exceeded 5 million yuan. Founder Securities said that in 2021, Hong Kong stocks performed poorly due to the strengthening of industrial policies in the mainland, default by some real estate companies, the COVID-19 epidemic and upstream inflation, increasing expectations of tightening monetary policy in the United States, and less-than-expected positive progress in Sino-US relations, among which the consulting technology industry led the decline due to antitrust and other reasons. Looking forward to the narrowing of the PPI-CPI scissors gap in the mainland in 2022
Sunac China is up more than 10%, and Hong Kong Stock Connect 50ETF (159712) is up more than 1.2%.
Sunac China rose more than 10%, Sands China Ltd., Alibaba Health Information Technology and other stocks rose, while Hong Kong Stock Connect 50ETF (159712) rose more than 1.2%, with a turnover of more than 26 million yuan. Everbright Securities believes that under the multiple negative blows, the Hong Kong stock index fell across the board in November; Hong Kong stock valuations have been adjusted to historic lows, and the negative impact is limited. In addition, the net inflow of foreign capital has been maintained and high-quality assets in Hong Kong stocks remain attractive. The net inflow of overseas capital has been maintained in 2021, and the current cumulative net inflow level has returned to the 2015 level, and the significant valuation advantage of Hong Kong Internet assets remains attractive to foreign investors. In the economic aspect, be specialized.
Techtronic Industries rose more than 4%, Hong Kong Stock Connect 50ETF (159712) rose more than 1.5%.
Techtronic Industries rose more than 4%, China Resources Land, Meituan-W and other stocks rose, while Hong Kong Stock Connect 50ETF (159712) rose more than 1.5%, with a turnover of more than 7 million yuan. Guojin Securities believes that the room for Hong Kong stocks to continue to rebound as a whole may be limited, and it is more likely that they will continue to be sawed at the bottom, so the investment of Hong Kong stock funds still recommends paying attention to structural opportunities. The main line of the market before the end of the year will still be the general direction such as manufacturing upgrading that will continue to benefit from favorable policies and have the growth attribute of scientific and technological innovation, including new energy photovoltaic industry chain, new energy vehicle industry chain, semiconductor industry chain, new infrastructure industry chain, etc., as well as traditional industries.
Big buyers appear behind the ETF launch trend
Since the beginning of this year, ETF has ushered in the release tide. So which funds are the big buyers of these ETF? According to the statistics of a reporter from the China Securities News, the big buyers of ETF are all-inclusive, including institutions and individuals. However, the reporter learned that many companies and products in the industry are facing greater pressure, so "help funds" have become important buyers of some ETF. Due to the strong demand, the consideration of "help funds" has also gone up recently, and some small and medium-sized fund companies say "can't afford it." Listed quickly after its establishment, at present, after the establishment of ETF, most of them are quick to go public.
Heavy inventory! Those local tycoons with a base of over 100 million
As Tianxin, a reporter from the China Fund News, completed the disclosure of the Fund's interim report, the holdings of local residents also surfaced. According to Wind statistics, according to the fund shares held by the top ten ETF and LOF holders disclosed in the interim report, estimated using the latest net unit value, 20 individual investors held funds exceeding 674 million yuan, reaching a maximum of 674 million yuan. Of these, 6 were over 200 million yuan. Through analysis, it can be discovered that these local citizens with a base of over 100 million yuan each have their own characteristics: some make huge profits by holding a foundation, some have significant losses, some have a single type of industry fund, and some have extremely scattered holdings, but there are also those whose holdings are too homogenized or mini
Is the Hong Kong stock market bullish here? Capital poured into ETFs in the market: the Hong Kong Stock Connect 50 ETF soared by nearly 10%
Along with the strength of Hong Kong stocks, ETFs in the Hong Kong stock market have revealed huge premiums!